StockDriftsStockDriftsTop 50 Gutierrez Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.27% | 27.7K | $16.5M | -2.06%(-583) | $533.23(+27.98%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.78% | 332.1K | $14.1M | +2.21%(+7.19K) | $36.03(+32.67%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.33% | 209.3K | $13.4M | -1.37%(-2.90K) | $50.71(+39.28%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 8.13% | 325.7K | $13.1M | +2.02%(+6.45K) | $36.10(+28.35%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 6% | 124.7K | $9.7M | +2.44%(+2.97K) | $77.52(-0.70%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 5.54% | 43.3K | $8.9M | -0.67%(-292) | $185.73(+22.55%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.41% | 295.4K | $8.7M | +0.12%(+350) | $25.92(+29.41%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 5.28% | 313.0K | $8.5M | +10.55%(+29.89K) | $27.16(+0.50%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.92% | 237.3K | $7.9M | +4.63%(+10.50K) | $30.16(+31.65%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.63% | 149.2K | $7.4M | +9.68%(+13.17K) | $50.01(+0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.14% |
| Top 20 Holdings Unweighted | +7.47% | +24.11% |
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